Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherie? Claim Your ProfileCherie Michelle Davis is a registered investment advisor representative with T. Rowe Price Associates, Inc. Cherie has been working in the financial services industry since 2020 and is licensed in 53 states and the District of Columbia. Cherie has a strong track record of providing investment advice to individuals, businesses, and institutions. She is a Series 6, 7TO, 63, and 66 licensed professional. Cherie is also a registered investment advisor representative in Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
02/13/2024 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
CO
10/20/1994 - 07/15/1996
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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